Orion Portfolio Solutions’s Selective Insurance SIGI Stock Holding History

Orion Portfolio Solutions’s Portfolio SIGI Stock Details SIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.22M	Buy	13,303 +297	+2%	+$26K	0.01%	974
2024 Q4	$1.22M	Buy	13,006 +1	+0%	+$96	0.01%	941
2024 Q3	$1.21M	Buy	13,005 +82	+0.6%	+$7.4K	0.01%	945
2024 Q2	$1.21M	Buy	12,923 +622	+5%	+$60.9K	0.01%	897
2024 Q1	$1.34M	Sell	12,301 -584	-5%	-$60.1K	0.01%	852
2023 Q4	$1.3M	Sell	12,885 -532	-4%	-$54.6K	0.02%	829
2023 Q3	$1.38M	Sell	13,417 -310	-2%	-$31.1K	0.02%	775
2023 Q2	$1.32M	Sell	13,727 -547	-4%	-$53.9K	0.01%	832
2023 Q1	$1.36M	Buy	+14,274	New	+$1.37M	0.02%	752
2020 Q3	–	Sell	-54	Closed	-$3K	–	1768
2020 Q2	$3K	Buy	+54	New	+$2.73K	﹤0.01%	1685

Other funds holding SIGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Orion Portfolio Solutions's SIGI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Selective Insurance (SIGI) stake by 2.3% in Q1 2025, buying an estimated $26K and bringing the position to 13,303 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #974.

Orion Portfolio Solutions first reported a position in SIGI in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.38M in Q3 2023. 345 funds tracked by Wall St. Rank hold SIGI as of Q1 2025.

Orion Portfolio Solutions held 13,303 shares of Selective Insurance worth $1.22M as of Q1 2025.
Orion Portfolio Solutions bought 297 Selective Insurance shares in Q1 2025, an estimated $26K.
Selective Insurance made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #974 holding.
Orion Portfolio Solutions first reported a position in Selective Insurance in Q2 2020 and has held it in 10 quarters since.
Orion Portfolio Solutions's Selective Insurance position peaked at $1.38M in Q3 2023.
345 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.